Frequently Asked Questions

Add any notes to the Additional Notes field on the left side of a Service Contract. It can take a maximum of 100 characters. This field has been added to enter any information you would like to use in reporting, for e.g. DevOps references etc. ...

Cases are used by multiple businesses within FintelIQ. Before using the Case area, you will need to configure your views to make sure you can track and view your own teams cases. Start by navigating to Cases in the left menu: View usually de...

Navigate to Cases in the left menu: The view will be set to My Active Cases by default (unless changed). Go into the view dropdown and scroll down to Resolved Cases . This view will include all resolved cases in Dynamics 365. You will ne...

You are able to add multiple products to an opportunity, but you they will need to be similar. For example, one software product may have several different modules. These can all be added to the same opportunity. If you have product types that are...

It’s best to add any products with any distinct differences to separate opportunities. This includes term.

Yes, navigate to the account. Click into the Related tab> Select Opportunities. This will open to show the Opportunity Associated View, which includes open and closed opportunities. To change the view, click into the arrow to the right of Opportun...

You can deselect the Select Product field in the Quick Create: Opportunity Product screen. This will be a Write-In, one time use product, that will not be added to your price list. It is very important to use your companies prefix at the start of ...

Yes, when clicking ‘Add Product’ in the Product tab of an opportunity, you can deselect the Existing field and add a Write-In product. Please note – Use your Prefix before the product. This is important for any MI and being able to filter your pro...

Yes, most products on the price lists have standard charging structures that were set when we received the price lists. When selecting a product, the default charge for that product will appear. If you are offering a discount, override the price by ...